How to add agenda items and goals

Each Session occurrence has an Overview tab. You add Goals for the person. You add items to the Shared Agenda so both people can see what to discuss.

Before you start

You must be signed in.
You must be a participant on the occurrence.
Preparation must be open. If it is closed, the page shows: Preparation is closed.
These roles can add a Goal: owner and administrator. Your organization must have the Goals feature.
If a pulse check is required first, the page shows: Complete your pulse check first. Complete the pulse check before you prepare.

View Sessions

Open Retain, then open Sessions.
Open the Session. This example uses Jordan Hale <> Alex Rivera Check-in.

Select Prepare Now.

The page title is Session Occurrence. The Overview tab is open.

Add a Goal

The Goals section tracks what the person works toward.

Select Add Goal.
In Title, type the goal. This example uses Increase Saturday shift coverage.
In Description, type optional detail.
In Type, select Objective or Key Result.
In Status, select Draft, Active, Completed, or Cancelled.
If the type is Key Result, enter Current, Target, and Unit.
In Due date, select a date if you have one.
Select Save. Select Cancel to close the dialog.

A success message shows: Goal added.

To change a Goal, open the Goal menu. Select Edit. Select Log activity to record progress from this occurrence. Select Delete to remove the Goal.

Add a Shared Agenda item

The section title is Shared Agenda. Both people see these items.

In the type list, select Topic, Blocker, or Action item.
Type the item. Example for a Topic: Store coverage for Saturday.
If you are the manager, you can select Private for a Topic or a Blocker. Private items are not for the other person.
Select Add.
Add more items if you need them. You can drag a Topic or a Blocker to change the order.
Select the checkbox on an item when the team resolves it. The item moves to Resolved.

A success message shows: Item added.

To change an item, open the item menu. Select Edit. Select Delete to remove the item. For a Topic or a Blocker, you can select Mark as Topic or Mark as Blocker.

After you finish

The Goals list shows the new Goal. The Shared Agenda list shows the new items.

The other person sees the shared items when they prepare.